GD GD General Dynamics Загрузка... : Бычьи и медвежьи мнения аналитиков

General Dynamics is okay, start small.

Pentagon announces new deals covering THAAD and Patriot interceptor programs.

Pentagon signs seven year agreements with General Dynamics and Lockheed for defense procurement.

Legacy defense primes stifle innovation

Watch GD, HII for naval sustainment exposure

Defense primes growth re-accelerating

General Dynamics board declares a quarterly dividend of 1.59 dollars per share payable.

A news wire reports a broad list of price target increases from multiple analysts across dozens.

HII booked a portion of submarine contract incentives in Q2, before the formal award, based on agreements with the Navy, boosting current quarter margins. — This accounting treatment front-loads margin recognition, indicating Q2 margins may overstate the underlying performance of the submarine programs.

Cited as legacy defense prime up ~15% YTD, described as "insulated" from the small-cap drawdown.

JP Morgan, TD Cowen, RBC, Jefferies, Piper

The Pentagon awarded General Dynamics and Huntington Ingalls contracts worth up to $76.6.

General Dynamics beat Q2 expectations with revenue growth and a massive $136.5B backlog.

General Dynamics reported Q2 2026 earnings with EPS of $4.24 beating estimates and backlog.

The Pentagon approved a deal with General Dynamics to build nine next-generation attack.

Multi-year naval shipbuilding boom underway.

Canada will invest about two billion Canadian dollars in General Dynamics for armored combat.

General Dynamics is directly mentioned as the beneficiary of Deterrence's physics-based AI, which aims to lift its 155mm shell throughput to match Chinese and Russian rates—implying production efficie

President Trump criticizes General Dynamics for slow submarine production.

President Trump comments that General Dynamics is slower than desired.

President Trump praises CEOs of Boeing and General Dynamics alongside Jamie Dimon in a public.

The tweet reports a list of stocks receiving analyst upgrades but does not state the author's.

General Dynamics will invest 200 million dollars of its own money and unwind a partnership.

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Defense stocks underperform due to drones.

GD raised its full-year EPS guidance on the back of a strong Q1 beat, improved margins, and increased throughput, signaling confidence in the remainder of the year.

MCU price hikes accelerating into Q2 2026 with global players like TI, Infineon.

Lockheed and GD are jointly developing solid rocket motor capacity, a strategic partnership to de-risk the most critical supply chain element for PAC-3.

Budget includes $65B for shipbuilding, specifically warships and support ships made by General Dynamics. This is the largest shipbuilding request since 1962, directly boosting GD's revenue pipeline. GD is a primary beneficiary of the "Golden Fleet" initiative. Congressional approval delays, contract adjustments, or political changes.

"Had I not sent this incredible machine [B-2 bomber] times numerous others to hit Iran at midnight... every single bomb was dropped right down the chute... We hit them so hard like nobody's ever been hit." The President details the decimation of Iran's military and frames ongoing conflict as necessary, with hints of future actions against Cuba. The administration is showcasing and committing to overwhelming military force and technological superiority. This narrative and the reality of sustained, high-intensity conflict (Iran) and hinted future operations (Cuba) justify and will likely require sustained or increased defense budgets. Major prime contractors for strategic bombers, missiles, naval assets, and next-generation technology stand to benefit from procurement and modernization priorities. This is a LONG recommendation for leading defense contractors, as the administration's aggressive foreign policy and demonstrated willingness to use force support a robust defense spending environment. Rapid conclusion of conflicts could shift budget priorities. Political opposition to defense spending increases.